-44.3%
HGLB price history and return analytics
+11.9%
-56.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.7% |
| 7D | -12.4% | +2.9% | -15.3% | -14.1% |
| 30D | -22.0% | -2.5% | -19.5% | -20.5% |
| 3M | -31.0% | -3.3% | -27.6% | -29.3% |
| 6M | -33.5% | +1.5% | -35.0% | -34.1% |
| YTD | -38.7% | +11.4% | -50.1% | -44.8% |
| 1Y | -44.3% | +11.9% | -56.2% | -50.1% |
| All | -44.3% | +11.9% | -56.2% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling